Colleen Obrien

Experience

1. Senior Vice President - Branch Manager

   Morgan Stanley

   Sep 2021 — Present · Scotts Valley, CA, US

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Education

• Saint Mary's College of California

  Executive Masters of Business Administration, Business Administration and Management, General

  2016 — 2018

Skills

• Investments
• Strategy
• 401k Rollovers
• Series 63
• Charitable Giving
• Executive Compensation Planning
• Asset Allocation
• Recruiting
• Series 7